Charles Olsen
Charles Olsen is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Norfolk, NE, with 34 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
3204 West Benjamin Ave, Suite 200, Norfolk, NE, 68701
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2001Other Business ActivitiesSells Insurance
Charles is involved in several business activities, including fixed insurance sales, Olsen Financial Services LLC and Inc., Calmwater Financial Network and Group LLC, Calmwater Holding Company LLC, OQH Enterprises LLC, Arista Ranch LLC, and Calm Air Aviation LLC. He dedicates varying amounts of time to these ventures, ranging from minimal time to nearly full-time.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Aragon Financial Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.